Free Trial
→ Alert: DOGE goes live (From Altimetry) (Ad) Free DFSV Stock Alerts

Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$31.72 -0.38 (-1.18%)
Closing price 01/31/2025 04:10 PM Eastern
Extended Trading
$31.72 0.00 (0.00%)
As of 01/31/2025 05:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Number of
Institutional Buyers
(last 12 months)
241
Total
Institutional Inflows
(last 12 months)
$915.12M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$102.53M
Get DFSV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional US Small Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DFSV Institutional Buying and Selling by Quarter

Dimensional US Small Cap Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/31/2025Schubert & Co45,793$1.41M0.9%+1.5%0.046%
1/31/2025Morton Brown Family Wealth LLC4,551$140K0.0%N/A0.005%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors274,336$8.44M0.3%N/A0.275%
1/31/2025Truist Financial Corp69,011$2.12M0.0%-18.2%0.069%
1/31/2025Hassell Wealth Management LLC638,624$20.32M8.2%-2.8%0.641%
1/31/2025Pinnacle Wealth Management Advisory Group LLC306,211$9.43M0.9%-0.2%0.307%
1/30/2025 Tcfg Wealth Management LLC29,382$904K0.5%+1.8%0.029%
1/30/2025 Allworth Financial LP328,836$10.46M0.1%+37.4%0.330%
1/30/2025 Highland Financial Advisors LLC7,771$239K0.1%N/A0.008%
1/30/2025 Aveo Capital Partners LLC186,819$5.75M0.6%-6.1%0.187%
1/30/2025 Blue Trust Inc.83,917$2.58M0.0%+49.4%0.084%
1/30/2025 W.H. Cornerstone Investments Inc.59,325$1.83M1.2%-6.5%0.060%
1/30/2025 Root Financial Partners LLC1,474,428$45.38M5.6%+30.1%1.479%
1/30/2025 Life Planning Partners Inc9,521$309K0.0%N/A0.010%
1/29/2025 Hemington Wealth Management148,320$4.57M1.1%+5.0%0.149%
1/29/2025 McClarren Financial Advisors Inc.21,475$661K1.8%+39.6%0.022%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors274,336$8.44M0.4%N/A0.275%
1/29/2025 Diversified Portfolios Inc.378,898$11.66M1.3%+7.0%0.380%
1/29/2025 GEM Asset Management LLC33,376$1.03M0.6%-14.0%0.033%
1/29/2025 FMB Wealth Management27,339$842K0.5%+7.1%0.027%
1/29/2025 Wealth Advisors Northwest LLC356,030$10.96M7.5%N/A0.357%
1/29/2025 Gradient Capital Advisors LLC114,691$3.53M1.1%+22.9%0.115%
1/29/2025 Quent Capital LLC96,492$2.97M0.3%+37.6%0.097%
1/29/2025 Index Fund Advisors Inc.1,891,766$58.23M3.1%+4.5%1.897%
1/29/2025 Oceanside Advisors LLC362,327$11.13M8.3%+0.9%0.363%
1/29/2025 Savant Capital LLC8,053,126$247.88M1.9%+22.6%8.077%
1/28/2025 RAM Investment Partners LLC9,351$288K0.1%+12.8%0.009%
1/28/2025 V2 Financial group LLC74,313$2.29M1.4%+1.9%0.075%
1/28/2025 LJI Wealth Management LLC79,304$2.44M0.5%+6.1%0.080%
1/28/2025 Aurelius Family Office LLC94,109$2.90M1.5%N/A0.094%
1/28/2025 SC&H Financial Advisors Inc.87,581$2.70M0.6%+3.2%0.088%
1/28/2025 Sprinkle Financial Consultants LLC27,496$846K0.6%+15.2%0.028%
1/28/2025 Quarry Hill Advisors LLC29,256$901K0.6%-6.0%0.029%
1/27/2025 Private Wealth Management Group LLC411,520$12.67M4.8%-15.2%0.413%
1/27/2025 Financial Architects LLC268,325$8.26M5.3%-4.2%0.269%
1/27/2025 Vestia Personal Wealth Advisors114,814$3.53M2.7%+17.4%0.115%
1/27/2025 CarsonAllaria Wealth Management Ltd.20,131$620K0.4%+2.5%0.020%
1/27/2025 Mather Group LLC.4,174,854$128.50M1.7%+40.6%4.187%
1/27/2025 Kathleen S. Wright Associates Inc.32,314$999K0.4%+3.9%0.032%
1/24/2025 Grunden Financial Advisory Inc.415,776$12.80M6.2%+4.4%0.417%
Starting 2025 Strong: 2 AI Stocks Under $10 You Can’t Miss (Ad)

As we step into 2025, artificial intelligence (AI) continues to revolutionize industries with groundbreaking advancements. From the surge in generative AI technologies transforming creative processes to AI-driven automation enhancing operational efficiencies, the landscape is brimming with innovation. These rapid developments are creating lucrative opportunities for investors who recognize the potential of emerging AI companies.

👉 Click here to access your FREE report now!
1/24/2025 Archer Investment Management LLC10,339$318K0.2%N/A0.010%
1/24/2025 GEN Financial Management INC.17,768$547K0.4%N/A0.018%
1/24/2025 Vantage Point Financial LLC128,972$3.97M2.1%N/A0.129%
1/24/2025 EQ Wealth Advisors LLC178,369$5.49M4.7%N/A0.179%
1/24/2025 Leading Edge Financial Planning LLC679,194$20.91M6.9%+4.6%0.681%
1/24/2025 HFG Advisors Inc.38,744$1.19M1.0%-1.9%0.039%
1/24/2025 Lazari Capital Management Inc.21,894$674K0.3%-28.8%0.022%
1/24/2025 U.S. Capital Wealth Advisors LLC9,842$303K0.0%-4.4%0.010%
1/24/2025 Spire Wealth Management11,907$366K0.0%+14.8%0.012%
1/24/2025 PBMares Wealth Management LLC193,100$5.94M1.2%+4.0%0.194%
1/24/2025 Chicago Partners Investment Group LLC506,442$15.53M0.5%+3.0%0.508%
1/23/2025 Austin Private Wealth LLC32,191$991K0.1%N/A0.032%
1/23/2025 TCI Wealth Advisors Inc.16,756$516K0.0%+25.3%0.017%
1/23/2025 Narus Financial Partners LLC9,306$286K0.1%-4.4%0.009%
1/23/2025 Integris Wealth Management LLC539,489$16.61M4.7%+3.2%0.541%
1/23/2025 Stordahl Capital Management Inc.839,191$25.83M6.1%+0.7%0.842%
1/23/2025 Abel Hall LLC263,108$8.10M5.2%-0.1%0.264%
1/23/2025 Equita Financial Network Inc.785,184$24.17M8.7%+3.9%0.788%
1/23/2025 Hantz Financial Services Inc.1,011$31K0.0%+696.1%0.001%
1/23/2025 DiNuzzo Private Wealth Inc.1,227,179$37.77M4.8%-1.3%1.231%
1/23/2025 BetterWealth LLC233,708$7.19M2.0%-62.8%0.234%
1/23/2025 RCS Financial Planning LLC293,404$9.03M4.8%+4.7%0.294%
1/22/2025 Perigon Wealth Management LLC370,907$11.70M0.3%+17.4%0.372%
1/22/2025 Hutchens & Kramer Investment Management Group LLC26,526$816K0.4%-11.5%0.027%
1/22/2025 TRU Independence Asset Management 2 LLC114,802$3.53M2.9%-27.2%0.115%
1/22/2025 Mattern Wealth Management LLC69,275$2.13M0.5%+17.4%0.069%
1/22/2025 Level Financial Advisors81,292$2.50M0.9%+14.6%0.082%
1/22/2025 Heirloom Wealth Management32,346$996K0.3%-3.3%0.032%
1/22/2025 Vannoy Advisory Group Inc.81,944$2.52M1.9%-1.2%0.082%
1/22/2025 Two West Capital Advisors LLC76,879$2.37M2.0%+12.6%0.077%
1/22/2025 Blue Trust Inc.74,691$2.30M0.0%+33.0%0.075%
1/22/2025 Kingswood Wealth Advisors LLC70,138$2.16M0.2%+250.6%0.070%
1/21/2025 Cypress Point Wealth Management LLC20,878$643K0.2%+4.6%0.021%
1/21/2025 Team Hewins LLC26,365$768K0.3%N/A0.026%
1/21/2025 Alpha Financial Advisors LLC737,661$22.71M10.3%+0.3%0.740%
1/21/2025 Lantz Financial LLC212,791$6.55M1.7%+105.9%0.213%
1/21/2025 Geneos Wealth Management Inc.470,177$14.47M0.5%-0.1%0.472%
1/21/2025 Dynamic Advisor Solutions LLC7,212$222K0.0%N/A0.007%
1/21/2025 Firethorn Wealth Partners LLC62,562$1.93M1.0%-3.0%0.063%
1/17/2025 Yeomans Consulting Group Inc.246,954$7.60M2.8%+18.9%0.248%
1/17/2025 Galvin Gaustad & Stein LLC19,589$603K0.1%+11.8%0.020%
1/17/2025 Edge Financial Advisors LLC31,812$979K0.9%-1.2%0.032%
1/17/2025 Mustard Seed Financial LLC38,042$1.17M1.0%+11.8%0.038%
1/17/2025 Mutual Advisors LLC40,049$1.26M0.0%+14.4%0.040%
1/17/2025 Janney Montgomery Scott LLC16,445$506K0.0%+7.8%0.016%
1/17/2025 Kraft Asset Management LLC19,718$623K0.5%+25.1%0.020%
1/17/2025 Melfa Wealth Management Inc.96,887$2.98M2.0%+24.2%0.097%
1/17/2025 Global Trust Asset Management LLC38,647$1.19M0.5%-6.0%0.039%
1/17/2025 Advisory Alpha LLC68,855$2.12M0.1%+4.8%0.069%
1/17/2025 Clear Harbor Asset Management LLC16,650$512K0.0%+12.6%0.017%
We recommended Palantir in 2021, now we're recommending this... (Ad)

Simply put: All the grandiose claims you hear about AI will amount to nothing without one key investment. That's why I believe the biggest AI gains will NOT come from the "Next NVIDIA"... or some obscure AI startup you've never heard of. In fact, I'm convinced the biggest gains will come from one company that - at first glance - has nothing to do with AI at all. It's a Texas-based firm that provides the backbone for the entire $15.7 trillion AI industry.

Check out my latest investor briefing by clicking here now >>>
1/16/2025 Zhang Financial LLC663,624$20.43M1.2%+12.7%0.666%
1/16/2025 Meritas Wealth Management LLC39,299$1.21M0.7%+5.8%0.039%
1/16/2025 UMB Bank n.a.5,771$178K0.0%N/A0.006%
1/16/2025 Evanson Asset Management LLC886,385$27.28M1.9%+9.9%0.889%
1/16/2025 Client 1ST Advisory Group LLC47,466$1.46M0.6%N/A0.048%
1/15/2025 Krilogy Financial LLC430,743$13.26M0.9%+7.0%0.432%
1/15/2025 Merit Financial Group LLC8,540$263K0.0%N/A0.009%
1/15/2025 Wealthcare Advisory Partners LLC47,084$1.45M0.0%-25.5%0.047%
1/15/2025 Great Oak Capital Partners LLC23,251$710K0.2%+30.1%0.023%
1/15/2025 Total Wealth Planning LLC381,418$11.74M1.8%+7.4%0.383%
(Data available from 1/1/2016 forward)

DFSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSV shares?

During the previous two years, 328 institutional investors and hedge funds held shares of Dimensional US Small Cap Value ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($724.79M), Savant Capital LLC ($247.88M), Alaska Permanent Fund Corp ($234.57M), JMG Financial Group Ltd. ($160.24M), Merriman Wealth Management LLC ($155.05M), Mather Group LLC. ($128.50M), and Pathstone Holdings LLC ($82.98M).Learn more on DFSV's institutional investors.

Which institutional investors have been buying Dimensional US Small Cap Value ETF stock?

Of the 319 institutional investors that purchased Dimensional US Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alaska Permanent Fund Corp ($13.82M), Savant Capital LLC ($5.56M), Mather Group LLC. ($4.17M), EP Wealth Advisors LLC ($2.67M), Arista Wealth Management LLC ($2.19M), Modera Wealth Management LLC ($1.89M), and JMG Financial Group Ltd. ($1.72M).

How much institutional buying is happening at Dimensional US Small Cap Value ETF?

Institutional investors have bought a total of 71,827,067 shares in the last 24 months. This purchase volume represents approximately $1.97B in transactions.

Which Dimensional US Small Cap Value ETF major shareholders have been selling company stock?

Of the 113 institutional investors that sold Dimensional US Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alaska Permanent Fund Corp ($584.42K), Arista Wealth Management LLC ($571.42K), BetterWealth LLC ($400.73K), Aveo Capital Partners LLC ($392.60K), Truepoint Inc. ($368.09K), EP Wealth Advisors LLC ($326.72K), and JMG Financial Group Ltd. ($252.36K).

How much institutional selling is happening at Dimensional US Small Cap Value ETF?

Institutional investors have sold a total of 4,753,562 shares in the last 24 months. This volume of shares sold represents approximately $137.10M in transactions.


Related Companies

This page (NYSEARCA:DFSV) was last updated on 2/1/2025 by MarketBeat.com Staff
From Our Partners
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
Will DeepSeek pop the AI bubble?
An overseas AI rival sent shockwaves through the U.S. tech market last week... Leaving millions of investor...
Chaikin Analytics | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump vs. Texas
Ever since Donald Trump won the election, U.S. states have been rushing to pass new currency rules. These r...
Stansberry Research | Sponsored
Turning Panic Into Opportunity
AI stocks were hammered on Jan. 27. That includes Nvidia, the undisputed leader in the artificial intellige...
Weiss Ratings | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
New catalyst on Wall Street’s radar for this week (NOT Trump)
Wall Street is already looking past Trump… To a new catalyst on the near horizon that could be even bigger ...
Timothy Sykes | Sponsored
Will Elon trigger another AI flash crash?
AI continues to dominate financial headlines in 2025...
Altimetry | Sponsored